Session

Beyond the Chatbot: The Evolution of the Financial Controller in the Age of Agentic ERP

For the past few years, we've been told that Copilot will "help" us work. But in 2026, the conversation has shifted. We are no longer talking about assistants that suggest text; we are talking about Agents that execute business processes.

For most of us, especially those in regulated industries like finance, the idea of an "autonomous agent" is terrifying. How do you handle audit trails? How do you ensure compliance with NIS2 or GDPR? How do you prevent an agent from autonomously approving a million-euro payment to the wrong vendor?

In this session, we move past the "Happy Path" demos. Drawing on real-world architectural experience from the financial sector and the D365CopilotToolbox, we will explore the blueprint for the Agentic Controller.

We will dive deep into:
- Assistant vs. Agent: The technical and conceptual shift from "Chat" to "Execution."

- Agent-Ready Architecture: What it actually means to build "Agent-compatible" APIs in D365 F&O to ensure your agents are reliable and secure.

- Agentic Orchestration: How to design a multi-agent chain (e.g., Detection, Validation, Execution, Audit) using Copilot Studio, that handles complex financial workflows.

- The "Human-on-the-Loop" Model: Implementing the critical guardrails and "circuit breakers" required to maintain control in a regulated environment.

Attendees will leave with a pragmatic framework for moving their ERP from "AI-assisted" to "Agent-driven," while keeping their Compliance Officer happy.

Lone Gru

MVP & Finance Viking

Copenhagen, Denmark

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